4J Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,219
| Closed | -$238K | – | 67 |
|
|
2022
Q1 | $238K | Hold |
2,219
| – | – | 0.21% | 64 |
|
|
2021
Q4 | $253K | Sell |
2,219
-3
| -0.1% | -$342 | 0.21% | 66 |
|
|
2021
Q3 | $255K | Sell |
2,222
-1
| -0% | -$115 | 0.22% | 65 |
|
|
2021
Q2 | $256K | Sell |
2,223
-131
| -6% | -$15.1K | 0.22% | 67 |
|
|
2021
Q1 | $268K | Sell |
2,354
-362
| -13% | -$41.2K | 0.25% | 66 |
|
|
2020
Q4 | $321K | Buy |
+2,716
| New | +$321K | 0.31% | 59 |
|